Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Topics
Animal Testing
Artificial Intelligence
Bankruptcy
Bonds
Brexit
Cannabis
Climate Change
Credit Cards
Data Breach
Death
Derivatives
Earnings
Economy
Electric Vehicles
Emissions
Energy
Firearms
Fraud
Government
Hacking
Immigration
Initial Public Offering
Intellectual Property
Law Enforcement
Lawsuit
LGBTQ
Malware
Police Brutality
Product Recall
Regulatory Compliance
Religion
Retirement
Social Justice
Stocks
Supply Chain
Whistleblower
Workforce
World Trade
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
99
100
Next >
America’s AI Gambit: Trump’s ‘Tech Force’ and Federal Supremacy Drive New Era of Innovation
December 16, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Government
Tickers
AAPL
ADBE
AMZN
CRM
GOOGL
META
Exposures
Artificial Intelligence
Economy
Intellectual Property
Where is the Dollar Index Heading in 2026?
December 16, 2025
Via
Barchart.com
Topics
Bonds
Economy
Government
Exposures
Debt Markets
Interest Rates
Political
39,000 Reasons to Consider Selling Tesla Stock Here
December 16, 2025
Via
Barchart.com
Topics
Government
Tickers
TSLA
Exposures
Political
Tilray Stock On Track For Near 2-Month High As 'Weednesday' Buzz Builds Around Trump Cannabis Order — Retail Eyes Massive Upside
↗
December 16, 2025
Via
Stocktwits
Topics
Cannabis
Government
Tickers
DFAX
PDN
TLRY
Exposures
Cannabis
Political
Fed Chair Role: Kevin Hassett Says Friendship With Trump Shouldn’t Be Seen As A Negative
↗
December 16, 2025
Via
Stocktwits
Topics
Economy
Government
Tickers
QQQ
SPY
Exposures
Interest Rates
Political
Illinois Fires Back: States Challenge Federal AI Regulation Overreach, Igniting a New Era of AI Governance
December 16, 2025
Via
TokenRing AI
Topics
Artificial Intelligence
Fraud
Government
Tickers
GOOGL
MSFT
Exposures
Artificial Intelligence
Legal
Political
Coffee Prices Sharply Lower on the Outlook for Ample Supplies
December 16, 2025
Via
Barchart.com
Topics
Government
World Trade
Exposures
Fossil Fuels
Political
Tariff
AI Reckoning: CoreWeave's Plunge Ignites "AI Bubble" Fears Amid Infrastructure Concerns
December 16, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
AMD
AMZN
AVGO
CRWV
GOOGL
META
Exposures
Artificial Intelligence
Political
Securities Market
Elanco (ELAN) Stock Is Up, What You Need To Know
December 16, 2025
Via
StockStory
Topics
Artificial Intelligence
Government
Tickers
ELAN
KO
MSFT
Exposures
Artificial Intelligence
Political
US Stocks Fluctuate as November Jobs Report Paints Mixed Picture of Softening Labor Market
December 16, 2025
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
BLDR
DUK
GOOGL
MHK
MSFT
Exposures
Artificial Intelligence
Debt Markets
Economy
Russia Claims Trump White House Promised Ukrainian Territory For Peace, Oil Prices Tumble
↗
December 16, 2025
Via
Benzinga
Topics
Government
Exposures
Political
Why Did AZI Stock Surge Over 12% Today?
↗
December 16, 2025
Via
Stocktwits
Topics
Economy
Government
Tickers
AZI
Exposures
Interest Rates
Political
Supply Chain
Coffee Prices Fall as the Global Supply Outlook Improves
December 16, 2025
Via
Barchart.com
Topics
Government
World Trade
Exposures
Fossil Fuels
Political
Tariff
As Trump Considers Rescheduling Marijuana, Here Is the Top-Rated Cannabis Stock to Buy
December 16, 2025
Via
Barchart.com
Topics
Cannabis
Government
Exposures
Cannabis
Political
The Evidence Is Piling Up: Should You Buy Nvidia Before 2026?
↗
December 16, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Tickers
AMZN
MSFT
NVDA
ORCL
Exposures
Artificial Intelligence
Political
Dollar Pressured by Dovish US Economic Reports
December 16, 2025
Via
Barchart.com
Topics
Economy
Government
Exposures
Interest Rates
Political
Is This ETF the Best Way to Invest in the S&P 500 in 2026?
↗
December 16, 2025
Via
The Motley Fool
Topics
ETFs
Economy
Government
Tickers
AAPL
AMZN
AVGO
BRK-A
BRK-B
MSFT
Exposures
Economy
Political
Tariff
Oil and Gas Sector Under Siege as Commodity Prices Plummet, Sending Stocks Sliding
December 16, 2025
Via
MarketMinute
Topics
Climate Change
Energy
Government
Tickers
BKR
CHK
COP
CVX
DTM
ENB
Exposures
Climate
Fossil Fuels
Layoff
Detroit Strikes Back: How Ford And GM Stocks Quietly Beat Tesla And Rivian This Year
↗
December 16, 2025
Via
Stocktwits
Topics
Electric Vehicles
Government
Tickers
F
GM
RIVN
TSLA
VTI
XLY
Exposures
Electric Vehicles
Political
Kevin Warsh Emerges As Fed Chair Favorite On Kalshi After Pushback Against Hassett From Trump Allies
↗
December 16, 2025
Via
Stocktwits
Topics
Bonds
Economy
Government
Tickers
DIA
IEF
QQQ
SPY
Exposures
Debt Markets
Interest Rates
Political
3 Unstoppable Trends That Will Push Silver Higher in 2026
↗
December 16, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Government
Tickers
NVDA
SLV
Exposures
Artificial Intelligence
Interest Rates
Political
After Trump Assassination Attempt And Charlie Kirk Attack, Gun Violence Dominated 2025 Headlines — But Gun Stocks Didn’t Exactly Explode
↗
December 16, 2025
Via
Stocktwits
Topics
Death
Firearms
Government
Tickers
AOUT
PEW
POWW
RGR
SWBI
Exposures
Death
Firearms
Political
Trump Signs Executive Order Blocking State-Level AI Laws
December 16, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Government
Tickers
QBTS
Exposures
Artificial Intelligence
Political
Visa Pushes Deeper Into Blockchain With US Stablecoin Settlement Launch
↗
December 16, 2025
Via
Stocktwits
Topics
Government
Tickers
CRCL
USDC
V
Exposures
Political
Warsh Is In The Race: Fed Chair Odds In Flux
↗
December 16, 2025
Via
Talk Markets
Topics
Economy
Government
Exposures
Interest Rates
Political
Social Security Benefits Get a Historic COLA in 2026 Because of President Trump's Tariffs -- It May Not Be Enough for Retirees
↗
December 16, 2025
Via
The Motley Fool
Topics
Economy
Government
World Trade
Exposures
Economy
Interest Rates
Labor
From ABC To BBC: How Trump Turned The Media Into His Favorite Punching Bag This Year
↗
December 16, 2025
Via
Stocktwits
Topics
Government
Lawsuit
Tickers
CMCSA
DIS
DJT
NFLX
WBD
Exposures
Financial
Legal
Political
The Rise and Fall of the USEPA and the Federal Regulatory System
December 16, 2025
Via
Get News
Topics
Climate Change
Government
Exposures
Climate
Political
Donald Trump Is A Draft Dodger Accusing Heroes Like Senator Mark Kelly Of Sedition Says Elizabeth Graham, Author Of Bestselling Book, From Democracy To Democrazy
December 16, 2025
Via
24-7 Press Release
Topics
Government
Lawsuit
Exposures
Criminal
Legal
Political
Trump Slaps BBC With $10 Billion Lawsuit Over 'Maliciously' Misleading Documentary As Media Fight Escalates
↗
December 16, 2025
Via
Benzinga
Topics
Government
Lawsuit
Exposures
Financial
Legal
Political
< Previous
1
2
...
7
8
9
10
11
12
13
14
15
...
99
100
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.